Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLSPX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-5) | 5.23% | 7.46% | 6.23% | 1.85% | 3.09% | 4.11% | 3.41% | 4.05% |
Data as of 07/07/2025, AR inception is 12/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLSPX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-5) | 12/26/2001 | 07/07/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.17 | 7.46 | 6.23 | 1.85 | 3.09 | 4.11 | 3.41 | 4.05 | 5.23 | 1.74 | 10.70 | -15.40 | -0.61 | 8.08 | 12.48 | -3.40 | 8.50 | 4.51 | -1.07 | 4.24 | 5.12 | 9.19 | 3.30 | 12.37 | 18.27 | -22.54 | -1.86 | 9.55 | 5.55 | 10.85 | 14.98 | -2.00 | 0.62 |
| Sharpe Ratio | NA | 0.76 | 0.43 | -0.01 | 0.28 | NA | NA | 0.47 | 1.10 | -0.75 | 1.05 | -1.67 | -0.10 | 0.91 | 4.00 | -1.12 | 3.97 | 1.18 | -0.30 | 1.42 | 1.39 | 3.16 | 0.62 | 2.22 | 2.16 | -2.00 | -0.90 | 1.20 | 0.75 | 2.00 | 2.72 | -0.54 | 20.17 |
| Standard Deviation(%) | NA | 6.72 | 7.18 | 7.19 | 6.07 | NA | NA | 5.97 | 7.85 | 6.45 | 6.21 | 10.09 | 6.62 | 8.54 | 2.77 | 4.21 | 1.99 | 3.66 | 3.65 | 2.98 | 3.67 | 2.92 | 5.27 | 5.53 | 8.40 | 11.70 | 5.43 | 5.27 | 4.50 | 4.96 | 5.25 | 5.74 | 3.29 |
| Draw Down(%) | NA | 5.92 | 9.75 | 21.90 | 21.90 | NA | NA | 32.21 | 5.88 | 6.80 | 6.01 | 17.50 | 6.94 | 12.44 | 0.99 | 6.30 | 0.82 | 2.41 | 4.86 | 2.52 | 4.74 | 2.41 | 5.40 | 3.76 | 11.26 | 28.39 | 4.05 | 2.22 | 2.36 | 5.70 | 3.36 | 7.32 | 0.00 |
| Yield(%) | 0.00 | 4.42 | 3.18 | 2.56 | 3.32 | 3.53 | 3.31 | 3.76 | 0.00 | 4.62 | 2.57 | 2.11 | 2.49 | 1.93 | 5.55 | 6.63 | 4.61 | 2.28 | 1.77 | 1.94 | 2.03 | 2.53 | 2.72 | 4.54 | 4.10 | 5.07 | 5.57 | 4.03 | 2.60 | 3.35 | 1.76 | 1.10 | 1.50 |
Data as of 07/07/2025, AR inception is 12/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSPX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-5) |
-8.08%
Feb 2006 - Feb 2009 |
-2.55%
Feb 2004 - Feb 2009 |
1.63%
Oct 2013 - Oct 2023 |
2.10%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLSPX (PRINCIPAL LIFETIME STRATEGIC INCOME FUND R-5) |
15.55%
Feb 2009 - Feb 2012 |
11.62%
Feb 2009 - Feb 2014 |
7.19%
Feb 2009 - Feb 2019 |
5.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart